Swyft Financial - Case Study

FinTechFinanceInsurance
Written By Frederik Jakobsen
“In just 30 days, Swyft Financial booked 24 high-quality meetings with banks and credit unions, some with multi-hundred institution reach, using relevance-driven outbound, not spray-and-pray cold email.”
 

Client Overview

  • Company: Swyft Financial

  • What they do: Embedded insurance provider serving banks and credit unions

  • Team size: Early-stage, lean team

  • ICP: Product, innovation, and executive decision-makers at credit unions and regional banks

  • Why they came to us: The founder had a strong grasp of outbound principles but didn’t want to risk execution failure. After exploring multiple agencies, Swyft chose Danish Lead Co. based on demonstrated expertise and communication quality.

The Problem

Swyft needed a reliable outbound system, but wanted to avoid trial-and-error or wasted time on ineffective campaigns.

  • Founder had studied cold email deeply but didn’t want to “risk failure” running it solo

  • Needed a partner who could execute properly from day one

  • Wanted to break into a niche, high-trust audience with relevant messaging

  • Concerned with both delivery quality and response consistency

What We Built

Targeting:

We focused on crafting relevance at the targeting level, zeroing in on bank and credit union decision-makers using custom filters like:

  • Credit unions with growing asset bases

  • Institutions hiring for product or innovation roles

  • Organizations attending key finance conferences

  • Competitor tech usage via BuiltWith signals

Messaging:

We avoided generic “saw your site” intros. Instead, our copy referenced:

  • Specific roles and buying contexts (e.g., innovation in embedded insurance)

  • Signals like tech adoption, hiring patterns, or partnerships

  • Clear ROI-backed problem/solution framing

  • A personal, founder-led tone to match Swyft’s early-stage identity

System:

We deployed a fully-managed outbound engine, including:

  • Domain setup, warm-up, inbox rotation

  • Signal-based list building with validation layered in Clay

  • Outreach coordination across cold email and (when relevant) LinkedIn

  • Real-time Slack collaboration with Swyft’s founder

The Results

✅ 24 qualified meetings in the first 30 days

✅ Included targets like Stratman Systems (serving 260 banks) and Cutek (serving 680 credit unions)

✅ 7–8 qualified leads in some weeks alone

✅ Described by the client as “extraordinary” results

✅ One recipient was so impressed, he requested an intro to the agency powering the outreach

✅ Follow-on intro to a large Utah-based credit union

✅ Clear attribution: prospects asked how Swyft found them

In the Client’s Words

“Even though I understood cold email, I didn’t want to take the risk that I would fail. I interviewed multiple providers, but Danish Lead Co. had the right mix of expertise and communication. The results have exceeded expectations, and they’ve just kept getting better.”

– Greg, Founder of Swyft Financial

Next Steps

  • Expand targeting to regional banks outside the Northeast

  • Layer in new triggers like event-based signals and job changes

  • Route high-value leads to sales reps for 1:1 outbound follow-up

Want results like this?

We build outbound systems that get meetings with decision-makers, not just clicks or opens.

📥 Want to see the exact plays we used for Swyft? Grab our free trigger-based outbound playbook →

📞 Or book a free strategy call to explore what would work for your company.

Frederik Jakobsen https://danishleadco.io
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